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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,300 | $72,486-81.7% | $87,103-84.7% | $72,976-81.8% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 13.73% | 24.46%-10.7pp | 28.19%-14.5pp | 81.02%-67.3pp |
| Employer contribution / active EE | $3,071 | $1,894+62.1% | $2,521+21.8% | $2,440+25.8% |
| Participant deferral / active EE | $2,135 | $3,270-34.7% | $4,049-47.3% | $3,608-40.8% |
| Admin fee / account holder | $222 | $5,055-95.6% | $7,491-97.0% | $5,124-95.7% |